Nonprofit · EIN 26-4557997
MILWAUKEE JEWISH FREE LOAN ASSOCIATION
Tax-exempt · MILWAUKEE, WI 53217
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $383,051 | $198,960 | $184,091 | $1,426,676 | $47,279 | $1,379,397 |
| December 31, 2024 | 990 | $247,887 | $185,194 | $62,693 | $1,215,257 | $19,951 | $1,195,306 |
| December 31, 2023 | 990 (amended) | $332,564 | $206,056 | $126,508 | $1,128,183 | $4,594 | $1,123,589 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $378,898
- Program service revenue
- $0
- Investment income
- $4,153
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $107,729
- Salaries, compensation and benefits (total)
- $127,970
- Professional fundraising fees
- $0
- Accounting fees
- $1,040
- Occupancy
- $15,300
- Program services (functional)
- $198,960
Balance sheet and other
- Total assets, start of year
- $1,215,257
- Total assets, end of year
- $1,426,676
- Total liabilities, end of year
- $47,279
- Net assets, end of year
- $1,379,397
- Gross receipts
- $383,051
- Employees
- 3
- Year formed
- 2009
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH PLATT | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ZACHARY GALICKI | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARLENE LAUWASSER | CO VP DEVELOPMENT Trustee or director, Officer | 1 | $0 |
| EILEEN GRAVES | DIRECTOR Trustee or director | 1 | $0 |
| ANNA KOENIG | EXECUTIVE DIRECTOR Trustee or director, Key employee | 40 | $0 |
| IDY GOODMAN | CO VP DEVELOPMENT Trustee or director, Officer | 1 | $0 |
| LEO KLEINER | TREASURER Trustee or director | 1 | $0 |
| FELESIA MARTIN | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL REYES | DIRECTOR Trustee or director | 1 | $0 |
| DAVID WYATT | DIRECTOR Trustee or director | 1 | $0 |
| KAREN LIEBERMAN | DIRECTOR Trustee or director | 1 | $0 |
| ANDREA BERNSTEIN | DIRECTOR Trustee or director | 1 | $0 |
| EMILY EDELSTEIN | DIRECTOR Trustee or director | 1 | $0 |
| JOSHUA GREENBERG | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM KOMISAR | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EILEEN GRAVES | DIRECTOR Trustee or director | 1 | $0 |
| ANNA KOENIG | EXECUTIVE DIRECTOR Trustee or director, Key employee | 40 | $0 |
| LEO KLEINER | TREASURER Trustee or director | 1 | $0 |
| FELESIA MARTIN | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL REYES | DIRECTOR Trustee or director | 1 | $0 |
| KAREN LIEBERMAN | DIRECTOR Trustee or director | 1 | $0 |
| SARAH PLATT | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ZACHARY GALICKI | VICE PRESIDENT OF LOANS Trustee or director, Officer | 1 | $0 |
| MARLENE LAUWASSER | CO VP DEVELOPMENT Trustee or director, Officer | 1 | $0 |
| IDY GOODMAN | CO VP DEVELOPMENT Trustee or director, Officer | 1 | $0 |
| DAVID WYATT | VP OUTREACH Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FELESIA MARTIN | DIRECTOR Trustee or director | 1 | $0 |
| LEO KLEINER | TREASURER Trustee or director | 1 | $0 |
| EILEEN GRAVES | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL REYES | DIRECTOR Trustee or director | 1 | $0 |
| DAVID WYATT | VP OUTREACH Trustee or director, Officer | 1 | $0 |
| SARAH PLATT | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARLENE LAUWASSER | CO VP DEVELOPMENT Trustee or director, Officer | 1 | $0 |
| IDY GOODMAN | CO VP DEVELOPMENT Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 409 E SILVER SPRING DR, MILWAUKEE, WI 53217-5226
- In care of
- % ANNA KOENIG
- Signed the 990
- ANNA KOENIG, OFFICER
- Phone
- (414) 961-1500
- Website
- WWW.MJFLA.ORG
- Return prepared by
- Wasserman Shuff & Co LLC
Mission
CHARITY TO MAKE INTEREST-FREE LOANS TO HELP PEOPLE WITH TEMPORARY FINANCIAL NEEDS
Program accomplishments
- CHARITY TO MAKE INTEREST-FREE LOANS TO HELP PEOPLE WITH TEMPORARY FINANCIAL NEEDSCHARITY TO MAKE INTEREST-FREE LOANS TO HELP PEOPLE WITH TEMPORARY FINANCIAL NEEDSExpenses $198,960
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-4557997
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P60)
- Assets (IRS master file)
- $1,426,676
- Income (IRS master file)
- $383,051
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $383,051 | $198,960 | $1,426,676 | XML |
| 990 | December 2024 | $247,887 | $185,194 | $1,215,257 | XML |
| 990 | December 2023 | $332,564 | $206,056 | $1,128,183 | XML |
| 990 | December 2022 | $262,457 | $172,803 | $930,699 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-4557997).
Questions about MILWAUKEE JEWISH FREE LOAN ASSOCIATION
- What is the EIN of MILWAUKEE JEWISH FREE LOAN ASSOCIATION?
- The employer identification number (EIN) of MILWAUKEE JEWISH FREE LOAN ASSOCIATION is 26-4557997.
- Is MILWAUKEE JEWISH FREE LOAN ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to MILWAUKEE JEWISH FREE LOAN ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MILWAUKEE JEWISH FREE LOAN ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MILWAUKEE JEWISH FREE LOAN ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILWAUKEE JEWISH FREE LOAN ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of MILWAUKEE JEWISH FREE LOAN ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does MILWAUKEE JEWISH FREE LOAN ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $383,051, expenses of $198,960 and total assets of $1,426,676 at year end.
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